+47.2%
CVX vs PLTU
+140.2%
-93.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +1.9% |
| 7D | +1.0% | -0.8% | +1.7% | +0.9% |
| 30D | +10.7% | -8.8% | +19.5% | +10.7% |
| 3M | +15.5% | +41.7% | -26.2% | +14.3% |
| 6M | +14.9% | -9.3% | +24.2% | +14.7% |
| YTD | +44.2% | -35.2% | +79.4% | +44.9% |
| 1Y | +43.5% | -29.5% | +73.0% | +42.7% |
| All | +47.2% | +140.2% | -93.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling